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Nonprofiteer
← OREGON RESEARCH INSTITUTE

Form 990 for tax year 2024

Filed by OREGON RESEARCH INSTITUTE.

Totals

Total revenue
$7,759,740
Total expenses
$7,746,314
Contributions and grants received
$7,749,459
Grants paid
$0
Program service revenue
$0
Investment income
$663
Other revenue
$9,618
Total assets, end of year
$1,351,801
Total liabilities, end of year
$1,097,719
Net assets or fund balances, end of year
$254,082
Program services expenses (Part IX)
$5,391,367
Management and general expenses
$2,353,884
Fundraising expenses
$1,063
Program service expenses (Part III)
$5,391,367

Program services were 69.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $6,218,661

  • 1f · All other contributions, gifts and grants

    $1,530,798

  • 3 · Investment income

    total $663 · excluded $663

  • 11a · Other revenue: PARKING REVENUE

    total $5,345 · unrelated business $5,345

  • 11b · Other revenue: OTHER INCOME

    total $4,273 · excluded $4,273

  • 11e · Other revenue, total

    $9,618

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $999,407 · program services $707,429 · management and general $290,915 · fundraising $1,063

  • 7 · Other salaries and wages

    total $2,833,552 · program services $2,033,776 · management and general $799,776

  • 8 · Pension plan contributions

    total $272,398 · program services $190,335 · management and general $82,063

  • 9 · Other employee benefits

    total $783,685 · program services $576,594 · management and general $207,091

  • 10 · Payroll taxes

    total $269,269 · program services $188,149 · management and general $81,120

  • 11b · Fees: legal

    total $1,886 · management and general $1,886

  • 11c · Fees: accounting

    total $54,546 · management and general $54,546

  • 11g · Fees: other

    total $151,504 · program services $45,451 · management and general $106,053

  • 12 · Advertising and promotion

    total $100 · program services $100

  • 13 · Office expenses

    total $163,329 · program services $49,141 · management and general $114,188

  • 14 · Information technology

    total $178,601 · program services $7,356 · management and general $171,245

  • 16 · Occupancy

    total $199,463 · management and general $199,463

  • 17 · Travel

    total $88,274 · program services $65,228 · management and general $23,046

  • 19 · Conferences, conventions and meetings

    total $33,435 · program services $13,150 · management and general $20,285

  • 20 · Interest

    total $149 · management and general $149

  • 22 · Depreciation, depletion and amortization

    total $38,667 · management and general $38,667

  • 23 · Insurance

    total $90,732 · management and general $90,732

  • 24a · Other expenses: SUBAWARDS

    total $1,439,697 · program services $1,439,697

  • 24b · Other expenses: BUILDING MAINTENANCE

    total $68,045 · management and general $68,045

  • 24c · Other expenses: PARTICIPANT FEES

    total $55,977 · program services $51,363 · management and general $4,614

  • 24d · Other expenses: RESEARCH SUPPLIES

    total $23,598 · program services $23,598

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $162,823 · end of year $105,488

  • 3 · Pledges and grants receivable

    beginning of year $588,313 · end of year $622,198

  • 9 · Prepaid expenses and deferred charges

    beginning of year $69,053 · end of year $142,786

  • 10a · Land, buildings and equipment: cost or other basis

    $911,953

  • 10b · Land, buildings and equipment: accumulated depreciation

    $826,746

  • 10c · Land, buildings and equipment, net

    beginning of year $123,874 · end of year $85,207

  • 12 · Investments: other securities

    beginning of year $159,200 · end of year $19,254

  • 15 · Other assets

    beginning of year $660,504 · end of year $376,868

  • 17 · Accounts payable and accrued expenses

    beginning of year $782,998 · end of year $798,414

  • 23 · Secured mortgages and notes payable

    beginning of year $10,424 · end of year $0

  • 25 · Other liabilities

    beginning of year $602,105 · end of year $299,305

  • 27 · Net assets without donor restrictions

    beginning of year $368,240 · end of year $254,082

Mission and programs · 2024

Mission

OREGON RESEARCH INSTITUTE IS AN INDEPENDENT BEHAVIORAL SCIENCES RESEARCH CENTER DEDICATED TO UNDERSTANDING HUMAN BEHAVIOR AND IMPROVING THE QUALITY OF HUMAN LIFE THROUGH THE PREVENTION AND TREATMENT OF HEALTH, EDUCATIONAL, AND SOCIAL PROBLEMS.

  • PROMOTING HEALTHY CHILD DEVELOPMENT: RESEARCHERS IN THIS AREA EXAMINE THE ROLE THAT FAMILIES, SCHOOLS, FRIENDS, NEIGHBORHOODS, AND COMMUNITIES PLAY IN PROMOTING THE POSITIVE DEVELOPMENT OF CHILDREN, TEENS, AND YOUNG ADULTS. THE RESEARCH TEAMS STUDY WHAT LEADS TO SOCIAL AND ACADEMIC SUCCESS AS WELL AS WHAT LEADS TO PROBLEM BEHAVIORS, SUCH AS SUBSTANCE USE AND SCHOOL FAILURE. ORI SCIENTISTS WORK WITH SCHOOLS AND PARENTS TO REFINE AND ADAPT EVIDENCE-BASED PROGRAMS SUCH AS LITERACY STRENGTHENING, SOCIAL SKILLS PROGRAMS, AND PARENT TRAINING PROGRAMS.

    Expenses $2,683,836

  • PROMOTING PHYSICAL HEALTH: ORI RESEARCHERS ARE STUDYING WAYS TO KEEP PEOPLE OF ALL AGES PHYSICALLY HEALTHY. ORI'S WORK IN CHRONIC ILLNESS PREVENTION BEGAN IN THE 1980S WITH RESEARCH TO FIND WAYS TO HELP PEOPLE WITH DIABETES MANAGE THEIR ILLNESS. THE STUDY AND PROMOTION OF PHYSICAL ACTIVITY BEGAN IN THE 1990S WITH IMPORTANT LONGITUDINAL RESEARCH ON THE FACTORS WHICH INFLUENCE CHILDREN AND YOUTH TO BECOME AND REMAIN PHYSICALLY ACTIVE AND WITH IMPORTANT CLINICAL TRIALS OF THE BENEFITS OF TAI CHI EXERCISE FOR THE ELDERLY.

    Expenses $817,305

  • PROMOTING PSYCHOLOGICAL HEALTH: ORI SCIENTISTS STUDY EMOTIONAL AND BEHAVIORAL DISORDERS AS WELL AS NORMATIVE DEVELOPMENT AND PERSONALITY, IN ORDER TO BETTER UNDERSTAND FACTORS THAT MAKE PEOPLE VULNERABLE TO SERIOUS MENTAL HEALTH DISORDERS AS WELL AS FACTORS THAT INCREASE RESILIENCE THAT HELPS PEOPLE COPE WITH DAILY CHALLENGES. AN IMPORTANT COMPONENT OF RESEARCH IN THIS AREA IS DEVELOPING AND EVALUATING INTERVENTIONS FOR THE PREVENTION AND TREATMENT OF DISORDERS.

    Expenses $958,197

  • TREATING TOBACCO, ALCOHOL AND ILLEGAL DRUG USE: ORI'S WORK IN THIS AREA DATES FROM RESEARCH FUNDING OBTAINED IN THE LATE 1970S TO STUDY TOBACCO USE IN YOUNG PEOPLE. SINCE THEN, RESEARCH INTEREST HAS BROADENED TO INCLUDE RESEARCH ON THE PREVENTION OF ALCOHOL AND OTHER DRUG USE AMONG YOUTH. TWO IMPORTANT ORI LONGITUDINAL STUDIES, ONE ON PEER AND FAMILY INFLUENCES ON YOUTH DRUG USE, AND THE OTHER ON YOUNG CHILDREN'S KNOWLEDGE OF AND INTENT TO USE ALCOHOL AND DRUGS - HAVE PROVIDED VALUABLE GUIDANCE IN THE DEVELOPMENT OF SUBSTANCE ABUSE PREVENTION PROGRAMS.DECISION RESEARCH: ORI SCIENTISTS IN THIS AREA INVESTIGATE HUMAN JUDGMENT, DECISION MAKING, AND RISK THROUGH BASIC RESEARCH AND IN A VARIETY OF APPLIED AREAS INCLUDING AVIATION, BUSINESS, ENVIRONMENTAL ISSUES, FINANCE, HEALTHCARE, INTELLIGENCE ANALYSIS, AND TERRORISM.

    Expenses $932,029

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Keith Smolkowski

    BOARD MEMBER, SENIOR SCIENTIST

    Total calculated
    $259,729
    From this org
    $221,636
    From related orgs
    $0
    Other
    $38,093
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $221,636
    Bonus
    $0
    Other
    $0
    Deferred
    $22,416
    Nontaxable benefits
    $15,677
    Filer's total
    $259,729
  • Fuzhong Li

    SENIOR RESEARCH SCIENTIST

    Total calculated
    $253,339
    From this org
    $215,636
    From related orgs
    $0
    Other
    $37,703
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $215,636
    Bonus
    $0
    Other
    $0
    Deferred
    $22,026
    Nontaxable benefits
    $15,677
    Filer's total
    $253,339
  • Alexandra Hamilton

    BOARD MEMBER, SENIOR SCIENTIST

    Total calculated
    $210,308
    From this org
    $190,716
    From related orgs
    $0
    Other
    $19,592
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $190,716
    Bonus
    $0
    Other
    $0
    Deferred
    $19,072
    Nontaxable benefits
    $520
    Filer's total
    $210,308
  • Erika Westling

    RESEARCH SCIENTIST

    Total calculated
    $179,459
    From this org
    $140,598
    From related orgs
    $0
    Other
    $38,861
    Hours/week
    39

    Schedule J breakdown matched by us

    Base
    $140,598
    Bonus
    $0
    Other
    $0
    Deferred
    $14,753
    Nontaxable benefits
    $24,108
    Filer's total
    $179,459
  • Derek Kosty

    BOARD TREASURER, ASSOCIATE RESEARCH

    Total calculated
    $156,601
    From this org
    $126,579
    From related orgs
    $0
    Other
    $30,022
    Hours/week
    37

    Schedule J breakdown matched by us

    Base
    $126,579
    Bonus
    $0
    Other
    $0
    Deferred
    $12,885
    Nontaxable benefits
    $17,137
    Filer's total
    $156,601
  • Jacqueline Huscroft - D'Angelo

    SENIOR RESEARCH SCIENTIST

    Total calculated
    $146,561
    From this org
    $132,764
    From related orgs
    $0
    Other
    $13,797
    Hours/week
    38
  • Chris Arthun

    DIRECTOR OF FINANCE & ADMINISTRATION

    Total calculated
    $106,285
    From this org
    $96,287
    From related orgs
    $0
    Other
    $9,998
    Hours/week
    36
  • Kathryn Madden

    BOARD MEMBER, IRB ADMINISTRATOR

    Total calculated
    $98,886
    From this org
    $74,433
    From related orgs
    $0
    Other
    $24,453
    Hours/week
    29
  • Andrew Guess

    BOARD MEMBER, IT SYSTEMS ADMIN

    Total calculated
    $79,661
    From this org
    $45,011
    From related orgs
    $0
    Other
    $34,650
    Hours/week
    26
  • Julie Pope

    BOARD MEMBER, RESEARACH ASSISTANT

    Total calculated
    $48,613
    From this org
    $30,059
    From related orgs
    $0
    Other
    $18,554
    Hours/week
    19
  • Craig Leve

    BOARD CHAIR, DATA ANALYST

    Total calculated
    $27,074
    From this org
    $19,388
    From related orgs
    $0
    Other
    $7,686
    Hours/week
    7
  • Katherine Clawson

    BOARD MEMBER, RESEARCH ASSISTANT

    Total calculated
    $12,250
    From this org
    $10,852
    From related orgs
    $0
    Other
    $1,398
    Hours/week
    6
  • Marie Jackson

    BOARD SECRETARY, COMMUNITY BOARD MBR

    Total calculated
    $0
    Hours/week
    1
  • Stasinos Stavrianeas

    BOARD MEMBER, ASSOC RESEARCH SCIENTIST

    Total calculated
    $0
    Hours/week
    1
  • Robert Mauro

    BOARD MEMBER, SENIOR SCIENTIST

    Total calculated
    $0
    Hours/week
    1
  • Chuck Kalnbach

    COMMUNITY BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Carrie Hellwig Christopher

    COMMUNITY BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
10 November 2025
IRS schema version
2024v5.2
Source object
202543179349311104

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